Powers Advisory Group’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Powers Advisory Group’s Portfolio SCHA Stock Details SCHA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.97M	Buy	192,801 +980	+0.5%	+$32.4K	2.18%	12
2026 Q1	$5.58M	Buy	191,821 +337	+0.2%	+$10.1K	1.97%	13
2025 Q4	$5.45M	Buy	191,484 +2,880	+2%	+$81.3K	2.05%	14
2025 Q3	$5.26M	Buy	188,604 +2,128	+1%	+$56.9K	2.1%	13
2025 Q2	$4.72M	Buy	186,476 +5,750	+3%	+$136K	2.07%	14
2025 Q1	$4.23M	Buy	180,726 +5,885	+3%	+$150K	2.02%	14
2024 Q4	$4.52M	Buy	174,841 +2,533	+1%	+$67.4K	2.26%	12
2024 Q3	$4.44M	Buy	172,308 +3,758	+2%	+$93.3K	2.21%	13
2024 Q2	$4M	Buy	168,550 +10,522	+7%	+$249K	2.18%	14
2024 Q1	$3.89M	Buy	158,028 +5,670	+4%	+$133K	2.22%	14
2023 Q4	$3.6M	Buy	152,358 +2,132	+1%	+$44.9K	2.22%	13
2023 Q3	$3.11M	Buy	150,226 +8,116	+6%	+$178K	2.11%	14
2023 Q2	$3.11M	Buy	142,110 +264	+0.2%	+$5.5K	2.06%	14
2023 Q1	$2.97M	Buy	141,846 +5,230	+4%	+$112K	2.08%	13
2022 Q4	$2.77M	Sell	136,616 -404	-0.3%	-$8.28K	2.04%	12
2022 Q3	$2.59M	Buy	137,020 +7,426	+6%	+$155K	2.07%	13
2022 Q2	$2.53M	Buy	129,594 +2,064	+2%	+$44.1K	1.94%	13
2022 Q1	$3.02M	Buy	127,530 +16,270	+15%	+$384K	2.1%	13
2021 Q4	$2.85M	Buy	+111,260	New	+$2.88M	2.01%	14

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Powers Advisory Group's SCHA Position: Q2 2026 in Review

Powers Advisory Group increased its Schwab U.S Small- Cap ETF (SCHA) stake by 0.51% in Q2 2026, buying an estimated $32.4K and bringing the position to 192,801 shares worth $6.97M. The position accounts for 2.18% of the portfolio, ranked #12.

Powers Advisory Group first reported a position in SCHA in Q4 2021 and has held it in 19 quarters since. 1,350 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Powers Advisory Group held 192,801 shares of Schwab U.S Small- Cap ETF worth $6.97M as of Q2 2026.
Powers Advisory Group bought 980 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $32.4K.
Schwab U.S Small- Cap ETF made up 2.18% of Powers Advisory Group's portfolio in Q2 2026, its #12 holding.
Powers Advisory Group first reported a position in Schwab U.S Small- Cap ETF in Q4 2021 and has held it in 19 quarters since.
1,350 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Powers Advisory Group's 13F filing for Q2 2026, filed 31 Jul 2026.